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SFA
Souders Financial Advisors Portfolio holdings
AUM
$876M
1-Year Est. Return
14.44%
This Fund
S&P 500
1 Year Est. Return
+14.44%
AUM
$876M
AUM Growth
+$3.19M
(+0.37%)
Holding
227
Top Buys
| 1 | +$14.5M | |
| 2 | +$3.97M | |
| 3 | +$1.42M | |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$1.32M |
| 5 |
Capital Group Growth ETF
CGGR
|
+$1.25M |
Top Sells
| 1 | +$13.4M | |
| 2 | +$1.86M | |
| 3 | +$1.07M | |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$723K |
| 5 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$496K |
Sector Composition
| 1 | Technology | 6.8% |
| 2 | Financials | 3.83% |
| 3 | Consumer Staples | 3.27% |
| 4 | Consumer Discretionary | 2.43% |
| 5 | Industrials | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Visa
V
$613B
| $3.47M | 0.4% |
11,466
-868
|
|
||
52
TSMC
TSM
$2.2T
| $2.3M | 0.26% |
6,814
+448
|
|
||
53
Tesla
TSLA
$1.53T
| $2.3M | 0.26% |
6,177
+222
|
|
||
54
NextEra Energy
NEE
$179B
| $2.17M | 0.25% |
23,318
+312
|
|
||
55
Goldman Sachs
GS
$314B
| $2.13M | 0.24% |
2,522
-86
|
|
||
56
Linde
LIN
$242B
| $2.13M | 0.24% |
4,304
+360
|
|
||
57
Philip Morris
PM
$287B
| $2.13M | 0.24% |
12,879
+2,400
|
|
||
58
First Financial Bancorp
FFBC
$3.39B
| $2.09M | 0.24% |
75,123
-362
|
|
||
59
British American Tobacco
BTI
$135B
| $2.03M | 0.23% |
34,653
+2,320
|
|
||
60
Schwab US Broad Market ETF
SCHB
$42.6B
| $2M | 0.23% |
79,638
-11,007
|
|
||
61
Walmart Inc
WMT
$963B
| $1.99M | 0.23% |
15,983
+869
|
|
||
62
Chevron
CVX
$373B
| $1.98M | 0.23% |
9,576
+1,663
|
|
||
63
McDonald's
MCD
$202B
| $1.96M | 0.22% |
6,297
-144
|
|
||
64
Amgen
AMGN
$192B
| $1.92M | 0.22% |
5,443
+115
|
|
||
65
AbbVie
ABBV
$402B
| $1.74M | 0.2% |
7,978
+284
|
|
||
66
Caterpillar
CAT
$419B
| $1.73M | 0.2% |
2,439
-551
|
|
||
67
American Express
AXP
$222B
| $1.72M | 0.2% |
5,692
-158
|
|
||
68
Netflix
NFLX
$338B
| $1.72M | 0.2% |
17,882
+2,676
|
|
||
69
Duke Energy
DUK
$97.4B
| $1.63M | 0.19% |
12,479
+222
|
|
||
70
Capital Group Municipal Income ETF
CGMU
$6.16B
| $1.62M | 0.18% |
59,558
+5,166
|
|
||
71
TJX Companies
TJX
$186B
| $1.58M | 0.18% |
9,873
-298
|
|
||
72
Abbott
ABT
$154B
| $1.57M | 0.18% |
15,270
-1,326
|
|
||
73
Exxon Mobil
XOM
$609B
| $1.47M | 0.17% |
8,675
+1,382
|
|
||
|
SPYM
74
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
| $1.4M | 0.16% |
18,259
+7,931
|
|
||
75
Royal Caribbean
RCL
$79B
| $1.37M | 0.16% |
4,973
+556
|
|